+129.6%
XOVR vs VT
+151.7%
-22.0%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.1% | +2.0% |
| 7D | -1.4% | -2.3% | +1.0% | +1.5% |
| 30D | -11.8% | -5.0% | -6.8% | -6.1% |
| 3M | +1.5% | -4.9% | +6.4% | +8.1% |
| 6M | +3.4% | -1.5% | +4.9% | +5.9% |
| YTD | -2.9% | +8.5% | -11.4% | -11.3% |
| 1Y | -4.1% | +11.4% | -15.4% | -15.0% |
| 3Y | +70.7% | +70.1% | +0.6% | -5.6% |
| 5Y | +15.9% | +53.7% | -37.8% | -27.3% |
| All | +129.6% | +151.7% | -22.0% | -12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling